FWA
FSM Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,009
| Closed | -$444K | – | 167 |
|
|
2023
Q1 | $444K | Sell |
6,009
-698
| -10% | -$51.5K | 0.26% | 83 |
|
|
2022
Q4 | $482K | Sell |
6,707
-5,678
| -46% | -$408K | 0.34% | 74 |
|
|
2022
Q3 | $883K | Sell |
12,385
-1,000
| -7% | -$71.3K | 0.73% | 39 |
|
|
2022
Q2 | $1.02M | Buy |
+13,385
| New | +$1.02M | 1.01% | 34 |
|